Transactions
- All
- Business Services
- Consumer & Retail
- Healthcare
- Industrials
- Technology, Media, & Telecom
- Transportation & Logistics
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Richmond Traffic Control, Inc.
- Client:Richmond Traffic Control, Inc.
- Location (HQ):Ashland, VA
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Moeris, a portfolio company of Caymus Equity
- Close Date:February 2026
Founded in 2008 and headquartered in Ashland, VA, Richmond Traffic Control (“RTC”) is a full-service provider of work zone traffic control products and services across Virginia. The Company provides its customers with a variety of services and products including lane closures and detours, flagging, sign installation, and rental and sales of traffic control equipment. RTC operates three locations in Central Virginia, Northern Virginia and Tidewater Virginia.
Marriott & Co. acted as the exclusive financial advisor to Richmond Traffic Control, Inc. in its sale to Moeris, a portfolio company of Caymus Equity.
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Privé Med Spa
- Client:Privé Med Spa
- Location (HQ):Lexington, KY
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Industry:
Healthcare
- Buyer/Investor:Alpha Aesthetics Partners, a portfolio company of Thurston Group
- Close Date:September 2025
Since its founding, Privé Med Spa has become widely recognized for its expertise in premier medical spa services, including advanced injections and laser treatments. The Company is led by co-founders Brandice Harrison, PA-C, a highly respected practitioner known industry-wide for her patient-focused approach and outstanding clinical results, and Becky McDonald, who leads operations and has been pivotal to the Company’s tremendous growth since its founding.
Marriott & Co. acted as the exclusive financial advisor to Privé Med Spa in its recapitalization by Alpha Aesthetics Partners, a portfolio company of Thurston Group.
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RidgeRock Retaining Walls, LLC
- Client:RidgeRock Retaining Walls, LLC
- Location (HQ):Charlotte, NC
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Industry:
Industrials, Business Services
- Buyer/Investor:Cornerstone Capital Partners, Source Capital, and Everside Capital Partners
- Close Date:October 2025
Founded in Charlotte, NC in 1998, RidgeRock has expanded over the decades to become a leading value-added distributor of proprietary and patented segmental concrete blocks to commercial, residential, industrial, and municipal contractors and installers, for use in retaining wall construction. The Company is led by President John Tysinger and Vice President of Operations Zack Tysinger who joined the Company after a recapitalization of the business in 2019 led by the Tysinger family. Under John and Zack’s leadership over the past five years, RidgeRock has experienced rapid growth and has developed a talented and dedicated leadership team.
Marriott & Co. acted as the exclusive financial advisor to RidgeRock Retaining Walls, LLC in its recapitalization by Cornerstone Capital Partners, Source Capital, and Everside Capital Partners.
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Jet Blast, Inc.
- Client:Jet Blast, Inc.
- Location (HQ):Baltimore, MD
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Undisclosed Buyer
- Close Date:September 2025
Founded in 1979 and headquartered in Baltimore, MD, Jet Blast is a leading provider of specialized industrial services including tank cleaning, vacuum truck services, hydro blasting, and other related services. The Company provides these mission-critical services to a number of industrial and government customers operating industrial and municipal infrastructure facilities in the Mid-Atlantic U.S. such as chemical plants, water treatment plants, marine facilities and others.
Marriott & Co. acted as the exclusive financial advisor to Jet Blast, Inc. in its sale to an Undisclosed Buyer.
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P.D. Brooks Co., Inc.
- Client:P.D. Brooks Co., Inc.
- Location (HQ):Richmond, VA
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Right Traffic
- Close Date:March 2025
Founded in 1962 and headquartered in Mechanicsville, VA, P.D. Brooks Co., Inc. is a leading provider of traffic control services, including lane closures, flagging, special event planning, work-zone safety solutions, and rental and sales of traffic control equipment.
Marriott & Co. acted as the exclusive financial advisor to P.D. Brooks Co., Inc. in its sale to Right Traffic.
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W.S. Connelly & Co. Inc
- Client:W.S. Connelly & Co. Inc.
- Location (HQ):Richmond, VA
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Industry:
Industrials, Business Services
- Buyer/Investor:Incline Equity Partners
- Close Date:May 2024
Founded in the 1950s by Willard S. Connelly in Roanoke, VA, WSC expanded over the decades to become a leading value-added distributor of consumable products used in the maintenance and development of commercial and residential turf and landscapes serving customers across the East Coast and Midwest. The Company sells a robust portfolio of products, including seeds, fertilizer, control products, erosion control products and many others, to a diversified customer base across a number of end markets within the “green industry.” Today, the Company is headquartered in Richmond, VA and is led by grandsons of the Founder, Patrick Connelly (CEO) and Kevin Connelly (President).
Marriott & Co. acted as the exclusive financial advisor to W.S. Connelly & Co. Inc. in its recapitalization by Incline Equity Partners.
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Dontage, LLC
- Client:Dontage, LLC
- Location (HQ):Fairfax, VA
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Industry:
Healthcare
- Buyer/Investor:Alpha Aesthetics Partners, a portfolio company of Thurston Group
- Close Date:May 2024
Since its founding in 2017, Dontage has become highly respected for its unparalleled expertise and precise techniques in advanced injections and laser treatments. The Company is led by its Founder, Waseem Garbia, PA-C, an Allergan Certified Master Injector and one of the leading injectors on the East Coast. Mr. Garbia has trained thousands of aesthetic medical providers across the U.S. and Canada, serving as a national trainer for both Allergan and MedAesthetics.
Marriott & Co. acted as the exclusive financial advisor to Dontage, LLC in its recapitalization by Alpha Aesthetics Partners, a portfolio company of Thurston Group.
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Arrowhead Environmental Services
- Client:Arrowhead Environmental Services
- Location (HQ):Windsor, VA
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Industry:
Industrials, Business Services
- Buyer/Investor:Superior Environmental Solutions, a portfolio company of Palladium Equity Partners
- Close Date:May 2024
Founded in 2006 by Mike Luter and headquartered in Windsor, VA, Arrowhead is a leading provider of environmental and specialized industrial services including tank cleaning, vacuum truck services, hydro blasting, and other related services. The Company provides these mission-critical services to a number of customers operating industrial facilities in the Southern Mid-Atlantic U.S. in a wide variety of industries including consumer goods, chemicals, wastewater treatment and others.
Marriott & Co. acted as the exclusive financial advisor to Arrowhead Environmental Services in its sale to Superior Environmental Solutions, a portfolio company of Palladium Equity Partners.
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Robert B. Payne, Inc.
- Client:Robert B. Payne, Inc.
- Location (HQ):Fredericksburg, VA
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Industry:
Industrials
- Buyer/Investor:United Air Temp, Air Conditioning and Heating LLC, a portfolio company of Summit Park
- Close Date:January 2024
Founded in 1930, Robert B. Payne is a leading provider of residential heating, ventilation, and air conditioning (“HVAC”) services and is headquartered in Fredericksburg, VA. The Company provides maintenance and replacement services to residential homeowners, as well as specialty services including fuel oil distribution. Robert B. Payne has been led most recently by third-generation members of the founding family, Robert B.P. Thompson (“Bob”) and R. Cameron Thompson III.
Marriott & Co. acted as the exclusive financial advisor to Robert B. Payne, Inc. in its sale to United Air Temp, Air Conditioning and Heating LLC, a portfolio company of Summit Park.
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C.R.T.S., Inc.
- Client:C.R.T.S., Inc.
- Location (HQ):Garner, NC
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Industry:
Transportation & Logistics, Business Services
- Buyer/Investor:Utility Trailer Sales of Georgia
- Close Date:August 2023
Based in Garner, NC with five locations across North Carolina, Virginia and South Carolina, C.R.T.S. is one of the Southeast’s largest and most respected semi-trailer dealerships representing some of the top manufacturers in the industry, including Utility Trailer Manufacturing Company, the industry’s largest manufacturer of refrigerated trailers.
Marriott & Co. acted as the exclusive financial advisor to C.R.T.S., Inc. and its division Utility Trailer Sales of Virginia in its sale to Utility Trailer Sales of Georgia.
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Refined Aesthetics
- Client:Refined Aesthetics
- Location (HQ):Leesburg, VA
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Industry:
Healthcare
- Buyer/Investor:Alpha Aesthetics Partners, a portfolio company of Thurston Group
- Close Date:July 2023
Based in Leesburg, VA, Refined Aesthetics is known for meticulous dexterity and non-surgical precision with laser treatments, advanced injections and facial mapping. The Company is led by its Founder and Master Injector, Sarah Safa, PA-C, one of the top injectors on the East Coast who has successfully trained over 6,000 aesthetic medical providers across the U.S. as a national trainer for Allergan, Revance and MTF Biologics.
Marriott & Co. acted as the exclusive financial advisor to Refined Aesthetics in its recapitalization by Alpha Aesthetics Partners, a portfolio company of Thurston Group.
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Winsor Learning
- Client:Winsor Learning
- Location (HQ):Bloomington, MN
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Industry:
Business ServicesTechnology, Media & Telecom
- Buyer/Investor:Imagine Learning
- Close Date:January 2023
Based in Bloomington, MN, Winsor Learning offers a portfolio of products and services focused on literacy intervention for dyslexic and at-risk students using the Orton-Gillingham approach, as well as a supplemental whole-class literacy curriculum for grades K-5.
Marriott & Co acted as the exclusive financial advisor to Winsor Learning in its sale to Imagine Learning, which works in partnership with investment firms Silver Lake and Onex.
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Triangle Pediatric Dentistry
- Client:Triangle Pediatric Dentistry
- Location (HQ):Wake Forest, NC
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Industry:
Healthcare
- Buyer/Investor:Lightwave, a portfolio company of Alpine Investors
- Close Date:January 2023
Based in Wake Forest, NC, Triangle is a leading pediatric dentistry provider led by Dr. Buddy Hollowell and Dr. Allen Porter.
Marriott & Co. acted as the exclusive financial advisor to Triangle Pediatric Dentistry in its long-term management arrangement with Lightwave, a portfolio company of Alpine Investors.
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Three Oral Surgery Practices
- Client:Potomac Surgical Arts; Virginia Oral, Facial & Implant Surgery; Reston Advanced Oral & Cosmetic Facial Surgery
- Location (HQ):Leesburg, VA; McLean, VA; Reston, VA
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Industry:
Healthcare
- Buyer/Investor:Paradigm Oral Health, a portfolio company of BlackRock Long Term Private Capital
- Close Date:November 2022
Potomac Surgical Arts, P.C. (“PSA”), Virginia Oral, Facial & Implant Surgery (“VOFS”), and Reston Advanced Oral & Cosmetic Facial Surgery (“ROFS”) are leading oral surgery services providers in Northern Virginia with locations in Leesburg, McLean, and Reston. PSA is led by Dr. Craig Vigliante, VOFS is led by Dr. Tim Gocke, and ROFS is led by both Drs. Vigliante and Gocke.
Marriott & Co. acted as the exclusive financial advisor to PSA, VOFS, and ROFS in their recapitalizations by Paradigm Oral Health, a portfolio company of BlackRock Long Term Capital.
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Blue Ridge Orthodontics
- Client:Blue Ridge Orthodontics
- Location (HQ):Asheville, NC
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Industry:
Healthcare
- Buyer/Investor:Lightwave, a portfolio company of Alpine Investors
- Close Date:March 2022
Founded by Dr. Luke Roberts, Blue Ridge Orthodontics (“BRO”) is a leading orthodontics and oral surgery services provider in Western North Carolina with locations in Asheville, Hendersonville and Brevard.
Marriott & Co. acted as the exclusive financial advisor to Blue Ridge Orthodontics in its long-term management arrangement with Lightwave, a portfolio company of Alpine Investors.
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Commonwealth Trailer Rentals
- Client:Commonwealth Trailer Rentals
- Location (HQ):Garner, NC
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Industry:
Transportation & LogisticsBusiness Services
- Buyer/Investor:Hale Trailer Brake & Wheel, Inc.
- Close Date:March 2022
Commonwealth Trailer Rentals (“CTR”) is a leading rental and leasing services provider of specialty over-the-road trailers with a focus on refrigerated and live floor trailers. The Company leases and rents a high-quality, modern fleet of over 500 trailers to customers throughout the Mid-Atlantic and Southeastern U.S. in a variety of industries including food processing, foodservice, agricultural, medical and pharmaceutical. CTR is headquartered in Garner, NC and has multiple operations on the East Coast from Maryland to Florida.
Marriott & Co. acted as the exclusive financial advisor to Commonwealth Trailer Rentals in its sale to Hale Trailer Brake & Wheel, Inc.
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Select Dental Partners
- Client:Select Dental Partners
- Location (HQ):Fort Mill, SC
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Industry:
Healthcare
- Buyer/Investor:Oak Dental Partners
- Close Date:December 2021
Headquartered in Fort Mill, SC, Select Dental Partners is a multi-state provider of pediatric dentistry and orthodontic services with nine clinical locations in South Carolina, Georgia and Virginia.
Marriott & Co. acted as the exclusive financial advisor to Select Dental Partners in its recapitalization by Oak Dental Partners.
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YakAttack
- Client:YakAttack
- Location (HQ):Farmville, VA
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Industry:
Consumer & RetailIndustrials
- Buyer/Investor:L2 Capital Partners
- Close Date:October 2021
YakAttack is a leading designer, manufacturer and marketer of best-in-class kayak fishing accessories, including rod holders, track and mounting systems, organization and storage products, and many others. All products are manufactured at the Company’s headquarters in Farmville, VA and the Company sells them through retailers across the U.S., to kayak manufacturers, and also direct-to-consumers via its own website.
Marriott & Co. acted as the exclusive financial advisor to YakAttack in its recapitalization by L2 Capital Partners.
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Intracoastal Marine, Inc.
- Client:Intracoastal Marine, Inc.
- Location (HQ):Chesapeake, VA
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Industry:
IndustrialsTransportation & Logistics
- Buyer/Investor:Intra Marine Group, a portfolio company of CoLaTenTex
- Close Date:October 2021
Intracoastal Marine, Inc. (“ICM”) is a leading provider of marine transportation services and operates a fleet of Company-owned tugboats and barges. ICM serves customers in a variety of industries including marine construction services, agricultural products and other marine transportation services. ICM is headquartered in Chesapeake, VA and operates on the East Coast and all along the Intracoastal Waterway.
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The Corsi Group
- Client:The Corsi Group
- Location (HQ):Indianapolis, IN
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Industry:
IndustrialsConsumer & Retail
- Buyer/Investor:Salt Creek Capital
- Close Date:August 2021
The Corsi Group is a leading manufacturer and distributor of premium cabinets to customers across the U.S. under two brands, Greenfield Cabinetry and Siteline Cabinetry. The Company is headquartered in Indianapolis, IN with an additional manufacturing facility located in Elkins, WV.
Marriott & Co. acted as the exclusive financial advisor to The Corsi Group in its sale to Salt Creek Capital.
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NOVA Pediatric Dentistry & Orthodontics
- Client:NOVA Pediatric Dentistry & Orthodontics
- Location (HQ):Loudoun County, VA
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Industry:
Healthcare
- Buyer/Investor:Light Wave Dental Management, a portfolio company of Alpine Investors
- Close Date:May 2021
Located in Loudoun County, VA, NOVA Pediatric Dentistry & Orthodontics (“NOVA PDO”) is a leading pediatric dentistry and orthodontics services provider, providing both traditional braces and Invisalign.
Marriott & Co. acted as the exclusive financial advisor to NOVA Pediatric Dentistry & Orthodontics in its long-term management arrangement with Light Wave Dental Management, a portfolio company of Alpine Investors.
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Cherrystone Family Camping Resort
- Client:Cherrystone Family Camping Resort
- Location (HQ):Cape Charles, VA
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Industry:
Consumer & Retail
- Buyer/Investor:Sun Communities, Inc. (NYSE: SUI)
- Close Date:March 2021
Located in Cape Charles, VA, Cherrystone Family Camping Resort is a leading RV camping resort featuring nearly 700 sites situated on over 300 acres on the Chesapeake Bay. Family owned, operated, and developed since 1964, Cherrystone has positioned itself as an exceptional campground not only on Virginia’s Eastern Shore, but on the entire East Coast.
Marriott & Co. acted as the exclusive financial advisor to Cherrystone Family Camping Resort in its sale to Sun Communities, Inc. (NYSE: SUI).
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COX Transportation Services, Inc.
- Client:COX Transportation Services, Inc.
- Location (HQ):Ashland, VA
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Industry:
IndustrialsTransportation & Logistics
- Buyer/Investor:Expedition Capital Partners, Tecum Capital Partners, Ironwood Capital
- Close Date:July 2020
Headquartered in Ashland, VA, COX Transportation Services, Inc. (“COX”) is a leading provider of freight hauling and brokerage services to customers in a diversified group of industries across the U.S. COX specializes in transporting time-sensitive full truckload freight on a local, regional and national basis. The Company also operates a brokerage division that serves carriers and freight customers with logistics optimization services.
Marriott & Co. acted as the exclusive financial advisor to COX in its recapitalization led by Expedition Capital Partners. Debt financing and equity co-investments were provided by Tecum Capital Partners and Ironwood Capital. Senior debt financing was provided by Truist Bank.
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Northern Virginia Orthodontics
- Client:Northern Virginia Orthodontics
- Location (HQ):Ashburn, VA
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Industry:
Healthcare
- Buyer/Investor:Smile Doctors, LLC, a portfolio company of Linden Capital Partners
- Close Date:August 2020
Northern Virginia Orthodontics (“NVO”) is a leading orthodontic practice serving the greater Washington, D.C. metro area across four locations in Northern Virginia. The Company provides orthodontic services including braces, Invisalign® and other complementary offerings to both adult and pediatric patients. NVO is the #1 Invisalign® provider in North America.
Marriott & Co. acted as the exclusive financial advisor to Northern Virginia Orthodontics in its sale to Smile Doctors, LLC, a portfolio company of Linden Capital Partners.
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Artistic Holdings
- Client:Artistic Holdings
- Location (HQ):Alpharetta, GA
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Century Cabinets, Inc.
- Close Date:August 2019
Headquartered in Alpharetta, GA with sales offices and manufacturing facilities in Georgia, North Carolina, South Carolina and Arizona, Artistic Holdings is the leading manufacturer of turn-key staircase and rail solutions, serving large production and custom homebuilders across the U.S. under the Artistic Stairs and Southern Staircase brands. Artistic is North America’s largest direct-to-builder staircase manufacturer, serving primarily the single-family, detached home market and select commercial projects.
Marriott & Co. acted as the exclusive financial advisor to Artistic Holdings in its sale to Century Cabinets, Inc.
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Applied Instruments Company
- Client:Applied Instruments Company
- Location (HQ):Brighton, MI
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Stratford-Cambridge Group
- Close Date:June 2019
Headquartered in Brighton, MI, AIC is a leading manufacturer and distributor of replacement parts and equipment serving the plastics processing industry. The Company serves a diverse customer base all over the U.S., including plastic component manufacturers as well as other distributors and resellers. In addition to selling its own product portfolio of mission-critical replacement parts, AIC also serves as a manufacturer’s representative for several leading injection molding equipment manufacturers.
Marriott & Co. acted as the exclusive financial advisor to Applied Instruments Company in its sale to the Stratford-Cambridge Group.
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TREAD Corporation
- Client:TREAD Corporation
- Location (HQ):Roanoke, VA
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Industry:
Industrials
- Buyer/Investor:Larsen MacColl Partners
- Close Date:April 2019
Headquartered in Roanoke, VA, TREAD is a leading manufacturer of highly-engineered custom bulk explosive handling trucks, emulsion mixing plants, storage bins and other related products. The Company provides its products to a global customer base of explosive handling companies serving the mining and construction industry in more than 50 countries across six continents. In addition to its Roanoke headquarters, TREAD maintains sales and service operations in Australia, Chile, South Africa and Peru.
Marriott & Co. acted as the exclusive financial advisor to TREAD Corporation, a portfolio company of Gladstone Investment Corporation in its sale to Larsen MacColl Partners. Debt financing and an equity co-investment were provided by Source Capital.
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Undisclosed Distributor of Office Products
- Client:Distributor of Office Products
- Location (HQ):Midwestern U.S.
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Undisclosed Company
- Close Date:October 2018
Headquartered in the Midwestern U.S., the Company is a large independent distributor of office products operating numerous locations and serving thousands of customers.
Marriott & Co. acted as the exclusive financial advisor to the Company in its investment received from an undisclosed company.
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Potomac Landfill, Inc.
- Client:Potomac Landfill, Inc.
- Location (HQ):Dumfries, VA
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Industry:
IndustrialsTransportation & Logistics
- Buyer/Investor:Industrial Disposal Services, Inc.
- Close Date:May 2018
Headquartered in Dumfries, VA, Potomac Landfill, Inc. (“PLI”) is a regional provider of construction and demolition waste management services to commercial customers throughout the greater Washington, D.C. metro area. The Northern Virginia Waste division (“NOVA Waste”) , the business divested by PLI in the transaction, is a provider of waste transportation and logistics services utilizing a fleet of trucks and roll-off containers which are delivered and retrieved directly from customer construction sites throughout the region.
Marriott & Co. acted as the exclusive financial advisor to Potomac Landfill in its sale of its NOVA Waste division to Industrial Disposal Services, Inc.
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World Art Group
- Client:World Art Group
- Location (HQ):Richmond, VA
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Industry:
Business Services, Consumer & RetailIndustrials
- Buyer/Investor:Circle Graphics, Inc.
- Close Date:May 2018
Headquartered in Richmond, VA, World Art Group and its affiliate Atlantic Art LLC (together “World Art Group” or the “Company”) is a leading art publisher that has been producing high-quality wall décor for over 40 years. Acquired by Scott Elles and Lonnie Lemco in 2002, World Art Group has experienced significant growth under their ownership, and today the Company sells its products to clients all over the world in end markets including home décor, hotels, restaurants, health care facilities, and many others.
Marriott & Co. acted as the exclusive financial advisor to World Art Group in its sale to Circle Graphics, Inc. (“Circle Graphics”).
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COMTRAC Services, Inc.
- Client:COMTRAC Services, Inc.
- Location (HQ):Atlanta, GA
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Future Infrastructure Holdings, LLC, a portfolio company of Tower Arch Capital
- Close Date:December 2017
COMTRAC Services, Inc. (“COMTRAC”) is a leading provider of infrastructure construction and repair/maintenance services to the telecommunications industry. The Company provides aerial and underground, outside plant (“OSP”) and inside plant (“ISP”) services to a number of telecommunications service providers. The Company’s focus on quality, safety and responsiveness to the needs of its customers has enabled COMTRAC to expand its business throughout the Southeastern U.S.
Marriott & Co. acted as the exclusive financial advisor to COMTRAC in its sale to Future Infrastructure Holdings, LLC, a portfolio company of Tower Arch Capital.
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Indiana Transport, Inc.
- Client:Indiana Transport, Inc.
- Location (HQ):Elkhart, IN
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Industry:
IndustrialsTransportation & Logistics
- Buyer/Investor:Patrick Industries, Inc. (NASDAQ: PATK)
- Close Date:November 2017
Indiana Transport, Inc. (“Indiana Transport”) is a leading transportation and logistics service provider primarily to original equipment manufacturers (“OEMs”) and dealers in the recreational vehicle (“RV”) market. The Company utilizes independently contracted drivers to haul travel trailers, fifth wheels, gooseneck trailers and utility trailers from RV OEM plants to dealer lots across the country. In addition, over the last several years, Indiana Transport has expanded its service offerings to include the transportation of recreational watercraft.
Marriott & Co. acted as the exclusive financial advisor to Indiana Transport in its sale to Patrick Industries, Inc. (NASDAQ: PATK).
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COX Transportation Services, Inc.
- Client:COX Transportation Services, Inc.
- Location (HQ):Ashland, VA
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Industry:
IndustrialsTransportation & Logistics
- Buyer/Investor:Capital One Bank and Peninsula Capital Partners
- Close Date:March 2017
Cox Transportation Services, Inc. (“COX”) and its affiliated entities provide freight hauling and brokerage services to customers in a diversified group of industries across the U.S. Cox specializes in transporting time sensitive full truckload freight on a local, regional and national basis. The Company also operates a brokerage division that serves carriers and freight customers with logistics optimization services.
Marriott & Co. acted as the exclusive financial advisor to COX in its recapitalization. COX management worked with Capital One Bank and Peninsula Capital Partners to refinance its existing credit facilities and buyout a minority equity position in the Company.
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Ullman Devices Corp.
- Client:Ullman Devices Corp.
- Location (HQ):Ridgefield, CT
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Industry:
Consumer & RetailIndustrials
- Buyer/Investor:Castleray, LLC
- Close Date:January 2017
Founded in 1935, Ullman Devices Corp. (“Ullman”) is a leading manufacturer of specialty hand tools that are primarily sold to the automotive repair and industrial repair industries. Ullman is best known as the world’s leading producer of inspection mirrors and magnetic pick-up tools. Today, Ullman offers a robust portfolio of high-quality products, including magnetic work lights, flexible spring claws, socket holders and many others under the Ullman brand as well as on a private label basis. Ullman is headquartered in Ridgefield, Connecticut.
Marriott & Co. acted as the exclusive financial advisor to Ullman in its sale to Castleray, LLC.
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Aerodyn Engineering, Inc.
- Client:Aerodyn Engineering, Inc.
- Location (HQ):Indianapolis, IN
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:The White Oak Group
- Close Date:December 2016
Headquartered in Indianapolis, Aerodyn Engineering Inc. (“Aerodyn”) is a leading provider of highly technical and specialized services to turbine original equipment manufacturers in a variety of industries including the aerospace, power generation, automotive, marine and industrial sectors. Aerodyn was founded in 2002 by Dave Lawrence and has achieved significant growth since inception. In addition to operating two facilities in Indiana, Aerodyn also has operations in Florida, Canada, and the United Kingdom.
Marriott & Co. acted as the exclusive financial advisor to Aerodyn Engineering, Inc. in its investment by The White Oak Group.
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Undisclosed Provider of Electronics Manufacturing Services
- Client:Provider of Electronics Manufacturing Services
- Location (HQ):United States
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Kauffman Engineering Inc.
- Close Date:September 2016
Headquartered in the U.S., the Company, a portfolio company of Forest Hill Partners, is one of the largest and most advanced providers of electronics manufacturing services (“EMS”) in the U.S. The Company designs and manufactures these products with in-house engineering capabilities to suit the needs of its customer base of original equipment manufacturers across a diverse range of industries. The Company operates six facilities in the U.S. and abroad.
Marriott & Co. acted as the exclusive financial advisor to the Company in its sale to Kauffman Engineering Inc.
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Asphalt Roads & Materials Company, Inc.
- Client:Asphalt Roads & Materials Company, Inc.
- Location (HQ):Virginia Beach, VA
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:The Lane Construction Corporation, a subsidiary of Salini Impregilo SpA (MTA: SAL)
- Close Date:April 2016
Headquartered in Virginia Beach, VA, Asphalt Roads & Materials Company, Inc. (“AR&M”) is a leading vertically-integrated provider of asphalt manufacturing, paving and other complementary construction services to public and private customers. The Company operates an asphalt plant capable of producing up to 400 tons of asphalt per hour and 40 different mixes of asphalt uniquely suited for a variety of different conditions. Additionally, it offers expansive capabilities beyond paving, such as milling, excavation, stone grading, and pipe work, making it a true “one-stop shop” to its customers
Marriott & Co. acted as the exclusive financial advisor to Asphalt Roads & Materials Company, Inc. in its sale to The Lane Construction Corporation, a subsidiary of Salini Impregilo SpA (MTA:SAL).
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M. & G. Electronics
- Client:M. & G. Electronics Corp.
- Location (HQ):Virginia Beach, VA
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Industry:
Industrials
- Buyer/Investor:Kauffman Engineering Inc.
- Close Date:February 2016
M. & G. Electronics Corp. (“M. & G.”) is a leading provider of wire and cable harnesses and instrument panels to original equipment manufacturers (“OEMs”) in a diverse set of industries, including lawn and garden, industrial, military and recreational marine. The Company manufactures these products on a contractual basis for its OEM customers to their exact specifications. M. & G. has manufacturing and warehouse operations in Virginia, North Carolina, South Carolina and Mexico.
M. & G. merged with Kauffman Engineering Inc. in February 2016. Marriott & Co. acted as the exclusive financial advisor to M. & G. on this transaction.
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Simpler Trading, LLC
- Client:Undisclosed Private Investment Firm
- Location (HQ):Austin, TX
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Industry:
Technology, Media & TelecomConsumer & Retail
- Buyer/Investor:Undisclosed Private Investment Firm
- Close Date:October 2015
Headquartered in Austin, TX, Simpler Trading is an Internet publishing company that offers a suite of monetized content products and services on the web and mobile devices. The Company operates multiple information-driven membership web sites, including the largest membership site in its niche, Simpler Options. Simpler Trading also publishes other experts, bundling their knowledge into a monetized deliverable format. Simpler Trading sells its products and services to consumers and businesses through advertisers, advertising agencies, and traffic distribution partners directly in the United States, Europe, Canada, China, South Korea, Japan, Singapore, and South Africa.
Simpler Trading was founded in 2010 and has achieved impressive revenue growth since inception. In Inc. Magazine’s 2014 “Inc. 500” ranking of the fastest-growing private companies in the U.S., Simpler Trading was ranked #21.
Marriott & Co. acted as the exclusive financial advisor to an undisclosed private investment firm in its acquisition of a minority stake in Simpler Trading.
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Aegisound, LLC
- Client:Aegisound, LLC
- Location (HQ):Christiansburg, VA
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Industry:
IndustrialsTechnology, Media & Telecom
- Buyer/Investor:Gentex Corporation
- Close Date:September 2015
Aegisound is a manufacturer of high performance, technologically advanced, integrated solutions for hearing loss prevention, communication, personal protection and safety in extreme noise environments. Aegisound’s products utilize patented technologies developed and owned by the Company that allow users to operate effectively in noise environments ranging from 105-150 db(A). Aegisound provides its products to the ground crews on the U.S. F-35 Joint Strike Fighter (JSF) program, among other military and industrial customers.
Aegisound was acquired by Gentex Corporation in September 2015. Marriott & Co. acted as the exclusive financial advisor to Aegisound on this transaction.
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Strategic Pharma Solutions, LLC
- Client:Strategic Pharma Solutions, LLC
- Location (HQ):Raleigh, NC
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Industry:
Business ServicesHealthcare
- Buyer/Investor:Periscope Equity
- Close Date:December 2014
Strategic Pharma Solutions is a healthcare communications agency focused on bringing clients tailor-made, strategic solutions for their marketing and communications needs. Specializing in digital, strategy, scientific and creative, SPS boasts a scaled agency model that eliminates high overhead costs for customers. With a dedicated staff of 25 persons and a network of more than 40 diverse industry experts, SPS is able to remain nimble and flexible in its approach while keeping the client top of mind in all that it does.
Strategic Pharma Solutions has been recapitalized by affiliates of Periscope Equity LLC, a Chicago-based private equity firm. Debt financing and an equity co-investment was provided by Centerfield Capital Partners, an Indianapolis-based subordinated debt and equity provider. Marriott & Co. acted as the exclusive financial advisor to Strategic Pharma Solutions.
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Cox Transportation Services, Inc.
- Client:A Management-Led Group
- Location (HQ):Ashland, VA
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Industry:
IndustrialsTransportation & Logistics
- Buyer/Investor:A Management-Led Group, Capital One Bank and F.N.B. Capital Partners, L.P.
- Close Date:September 2014
Cox Transportation Services, Inc. and its affiliated entities provide freight hauling and brokerage services to customers in a diversified group of industries across the U.S. Cox specializes in transporting time sensitive full truckload freight on a local, regional and national basis. The Company also operates a brokerage division that serves carriers and freight customers with logistics optimization services.
Cox Transportation Services and its affiliated entities were acquired by a Management-Led Group with debt financing provided by Capital One Bank and F.N.B. Capital Partners. Marriott & Co. acted as the exclusive financial advisor to the Management-Led Group on this transaction.
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Tidewater Fleet Supply, LLC
- Client:Tidewater Fleet Supply, LLC
- Location (HQ):Norfolk, VA
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Industry:
IndustrialsBusiness Services
- Buyer/Investor:Falcon Affiliates, LLC
- Close Date:August 2014
Tidewater Fleet Supply, LLC (“TFS”) is a leading independent distributor of brand name automotive, truck and heavy equipment parts to commercial and governmental customers throughout Southeastern Virginia, Central Virginia and Northeastern North Carolina. The Company operates five warehouses throughout Virginia, and also manages the parts procurement for multiple municipalities and large corporations under multi-year contracts. TFS is a “one-stop shop” for its customers across a broad spectrum of vehicles, including light- and medium-duty products, as well as heavy-duty truck products. The Company offers hourly delivery service to most of its customers by utilizing its fleet of delivery trucks, creating a unique “just-in-time” delivery model that is highly convenient for its customers.
Tidewater Fleet Supply has been named to the Inc. Magazine’s 2014 “Inc. 5000” ranking of the fastest-growing private companies in the U.S. and was also recognized on the list in 2007, 2012 and 2013.
Marriott & Co. acted as the exclusive financial advisor to Tidewater Fleet Supply on this transaction.
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Construction Data Company
- Client:CDC Publishing, LLC
- Location (HQ):Vero Beach, FL
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Industry:
Technology, Media & TelecomBusiness Services
- Buyer/Investor:Victory Park Capital
- Close Date:June 2014
Construction Data Company (“CDC”) is a leading regional provider of valuable and proprietary information about commercial construction projects in local area markets covering approximately 67% of the U.S. population throughout the Eastern and Midwestern U.S. CDC provides this valuable information on a subscription basis via an intuitive, searchable web-based platform to clients including general contractors, subcontractors, suppliers and manufacturers’ representatives. CDC’s subscription publications and online database are designed as a business development tool for its clients who are actively pursuing business opportunities for public and private projects in the commercial construction industry. CDC is a portfolio company of Alta Communications, a Boston-based private equity firm specializing in equity investments in media and communications companies.
Marriott & Co. acted as the exclusive financial advisor to Construction Data Company on this transaction.
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Home Care Delivered, Inc.
- Client:Home Care Delivered, Inc.
- Location (HQ):Glen Allen, VA
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Industry:
Healthcare
- Buyer/Investor:Capital One Bank & F.N.B. Capital Partners, L.P.
- Close Date:December 2013
Home Care Delivered, Inc. is a leading, specialty medical distributor that partners with physicians, home health care providers and other healthcare practitioners by providing medical supplies delivered directly to their patients’ homes anywhere across the U.S. The company has contracts with insurance companies across the country including Medicare, most Medicaids, managed care plans and hundreds of commercial plans. Home Care Delivered offers a wide array of name-brand products across multiple chronic care categories, including incontinence, diabetes, ostomy, urology, wound care and oral nutritionals, many of which are disposable in nature.
Home Care Delivered, Inc. has previously been recognized in Inc. Magazine’s “Inc. 5000” ranking of the fastest-growing private companies in the U.S and Gordy Fox, its Founder, Chairman, CEO and President has previously been nominated as a finalist for Ernst & Young’s “Entrepreneur of the Year.”
Marriott & Co. acted as the exclusive financial advisor to Home Care Delivered, Inc. on this transaction.
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Livin’ Lite Recreational Vehicles, Inc.
- Client:Livin’ Lite Recreational Vehicles, Inc.
- Location (HQ):Wakarusa, IN
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Industry:
Consumer & RetailIndustrials
- Buyer/Investor:Thor Industries (NYSE: THO)
- Close Date:August 2013
Livin’ Lite Recreational Vehicles, Inc. is a rapidly growing manufacturer of highly differentiated, ultra lightweight and affordable automotive campers, trailers, versatile recreational vehicles, toy haulers and other towable recreational vehicles. The company’s products are highly unique and diversified, with over 35 base models offered across six different lines, all of which are customizable and feature the company’s unique attributes including being ultra lightweight, made from recyclable materials, highly durable and affordable.
Livin’ Lite was ranked #202 in Inc. Magazine’s 2012 “Inc. 500” ranking of the fastest-growing private companies in the U.S and was also recognized on the list in 2010, 2011 and 2013.
Marriott & Co. acted as the exclusive financial advisor to Livin’ Lite on this transaction.
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TDBBS, LLC
- Client:TDBBS, LLC
- Location (HQ):Richmond, VA
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Industry:
Consumer & Retail
- Buyer/Investor:Culbro, LLC
- Close Date:February 2013
TDBBS, LLC is a leading manufacturer and marketer of premium pet related products throughout the U.S. and abroad. TDBBS provides its loyal customer base with a diverse line of unique products in the pet industry including all natural dog treats and chews. Among its product offerings are bully sticks, which are all natural, high protein dog treats and chews that the company markets in a variety of shapes, sizes and varieties. TDBBS sells its products to consumers through its ecommerce sites, and it has also developed relationships with some of the leading distributors and retailers across the U.S.
TDBBS was founded in 2007 and has achieved a triple-digit revenue growth rate since its inception. In Inc. Magazine’s 2012 “Inc. 500” ranking of the fastest-growing private companies in the U.S., TDBBS was ranked #384 and the Company was recognized on the list again in 2013. TDBBS’s Founder and CEO, Avrum Elmakis, was named Ernst and Young’s “Entrepreneur of the Year” in the Emerging Company category for the Greater Washington region in 2013.
Marriott & Co. acted as the exclusive financial advisor to TDBBS, LLC on this transaction.
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A & E Management Group, LLC
- Client:A & E Management Group, LLC
- Location (HQ):Columbia, SC
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Industry:
Consumer & Retail
- Buyer/Investor:GE Capital
- Close Date:August 2012
A & E Management Group, LLC is one of the largest franchisees of Little Caesars in the Southeast. The Company has received multiple national awards for operational excellence and the superior performance of its locations. A & E is headquartered in Columbia, South Carolina.
Marriott & Co. acted as the exclusive financial advisor to A & E in its acquisition of LCP Investments, a franchisee of Little Caesars based in Charleston, South Carolina. GE Capital provided acquisition financing to A & E in the form of senior debt.
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Aegis Mobile, LLC
- Client:Aegis Mobile, LLC
- Location (HQ):Columbia, MD
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Industry:
Technology, Media & TelecomBusiness Services
- Buyer/Investor:CameronBlue Capital
- Close Date:May 2012
Aegis Mobile provides sophisticated wireless compliance and consumer protection solutions to businesses engaged in mobile billing of wireless subscribers. As a pioneer and leader in the developing and changing regulations surrounding consumer protection in the wireless industry, Aegis Mobile creates tailored solutions that enable organizations to protect their brand and customers from deceptive practices and fraud across a wide range of media. Clients include tier one carriers in the U.S. and Brazil as well as emerging mobile payment providers and wireless trade associations in the U.S. and Canada. Aegis Mobile is located in Columbia, Maryland.
Aegis Mobile ranked #561 in Inc. Magazine’s 2011 “Inc. 5000” ranking of the nation’s fastest-growing private companies and was named High Tech Firm of the Year for 2011 by the Tech Council of Maryland. CameronBlue Capital acquired a controlling stake in the company in May 2012.
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ABC Builders Supply, Inc.
- Client:ABC Builders Supply, Inc.
- Location (HQ):Chester, VA
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Industry:
Industrials
- Buyer/Investor:Bank of Virginia and Private Investors
- Close Date:January 2012
ABC Builders Supply, Inc. is a leading distributor of drywall, metal framing and related accessories, serving both the residential and commercial construction markets throughout Virginia. Based in Chester, Virginia with an operating history dating back to 1948, ABC Builders Supply is highly respected within the markets it serves, and the Company’s enjoys long-standing relationships with its customers and suppliers. As an independent, regional player in the building products distribution industry, ABC is well-known for providing high quality products, superior customer service and customized solutions to its customers.
Marriott & Co. acted as the exclusive financial advisor to ABC in its debt financing, which included senior debt provided by Bank of Virginia and subordinated debt provided by a syndicate of private investors.
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NDSE
- Client:Network Data Security Experts, Inc.
- Location (HQ):Richmond, VA
-
Industry:
Technology, Media & TelecomBusiness Services
- Buyer/Investor:N/A
- Close Date:September 2011
NDSE is a total network solutions and services provider offering voice, data, converged technology and consulting solutions to small and medium businesses, enterprise and non-profit organizations. The company focuses on providing comprehensive support throughout the life cycle of a client’s network.
Marriott & Co. provided a valuation of NDSE to shareholders for consideration in a management recapitalization.
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ComSource, Inc.
- Client:ComSource, Inc.
- Location (HQ):Frederick, MD
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Industry:
Technology, Media & TelecomBusiness Services
- Buyer/Investor:Globecomm Systems Inc. (Nasdaq: GCOM)
- Close Date:April 2011
Based in Frederick, Maryland, utilizing their state of the art test facility, ComSource provides independent test and evaluation of a variety of telecommunications equipment and related recurring long term application support, including new feature sets.
ComSource was acquired by Globecomm Systems (Nasdaq: GCOM) in April 2011.
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H.I.G. Capital
- Client:H.I.G. Capital
- Location (HQ):Miami, FL
-
Industry:
Technology, Media & TelecomBusiness Services
- Buyer/Investor:H.I.G. Capital
- Close Date:July 2010
Undisclosed company has been acquired by H.I.G. Capital.
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The Photizo Group
- Client:Photizo Group, Inc.
- Location (HQ):Lexington, KY
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Industry:
Technology, Media & Telecom
- Buyer/Investor:Meritus Ventures, L.P.
- Close Date:July 2010
Founded in 2006, The Photizo Group is a leading research firm that focuses on providing market information to vendors, dealers and end user communities in the Managed Print Services Market (MPS).
The Photizo Group was recognized in Inc. Magazine’s 2012 “Inc. 5000” ranking of the fastest-growing private companies in the U.S.
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SendOutCards
- Client:SendOutCards, LLC
- Location (HQ):Salt Lake City, UT
-
Industry:
Consumer & RetailTechnology, Media & Telecom
- Buyer/Investor:Management Buyout
- Close Date:September 2009
Founded in 2004, SendOutCards is a leading, niche greeting card and gifting company that utilizes an online, technology-enabled approach to transform greeting cards and gifts into personalized and convenient communication tools.
The company’s unique message and system is sold through a rapidly growing network of independent distributors.
SendOutCards was recognized in Inc. Magazine’s 2009 “Inc. 500” ranking of the fastest-growing private companies in the U.S.
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Clearlink Technologies, LLC
- Client:Clearlink Technologies, LLC
- Location (HQ):Salt Lake City, UT
-
Industry:
Business ServicesTechnology, Media & Telecom
- Buyer/Investor:Management Buyout
- Close Date:September 2009
CLEARLINK TECHNOLOGIES is one of the nation’s top performance-based marketing companies that drives customer acquisitions for an impressive portfolio of clients including ADT Home Security, DISH Network, Qwest, DIRECTV, HughesNet, Embarq, and Vonage.
CLEARLINK has been recognized in Inc. Magazine’s “Inc. 5000” ranking of the fastest-growing private companies in the U.S.
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SAFE Security
- Client:SAFE Security, Inc.
- Location (HQ):San Ramon, CA
-
Industry:
Technology, Media & Telecom
- Buyer/Investor:RC Fontis Partners and Bank of America
- Close Date:May 2009
SAFE Security®, headquartered in San Ramon, Calif., is one of the nation’s leading security alarm companies engaged in the business of purchasing, financing and servicing residential and commercial security alarm monitoring contracts.
SAFE Security was recapitalized in partnership with management by Los Angeles-based private equity group Rustic Canyon/Fontis Partners. As part of the transaction, Bank of America provided a senior credit facility.
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Masefield Natural Gas, Inc.
- Client:Masefield Natural Gas, Inc.
- Location (HQ):Houston, TX
-
Industry:
EnergyTransportation & Logistics
- Buyer/Investor:Iberdrola Renewables LLC division of Iberdrola, S.A. (CATS: IBE)
- Close Date:February 2009
Advised Masefield Natural Gas on the disposition of its Natural Gas Transportation & Storage Assets. The assets were sold to Iberdrola Renewables.
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eServices, Inc.
- Client:eServices, Inc.
- Location (HQ):Richmond, VA
-
Industry:
EnergyTransportation & Logistics
- Buyer/Investor:AP Capital Partners
- Close Date:May 2008
Natural gas management company that provides asset optimization, gas supply and risk management services to gas utilities, industrials, and producers in the Mid-Atlantic area. The Company was acquired by AP Capital, an Orlando, Florida based private equity firm.
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eServices, Inc.
- Client:AP Capital Partners
- Location (HQ):Orlando, FL
-
Industry:
EnergyTransportation & Logistics
- Buyer/Investor:Spring Capital, Patriot Capital, Plexus Capital and SPP Mezzanine Partners
- Close Date:May 2008
Natural gas management company that provides asset optimization, gas supply and risk management services to gas utilities, industrials, and producers in the Mid-Atlantic area.
The financial buyer was AP Capital and the subordinated debt was provided by a syndicate of four mezzanine lenders.
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Waste Associates
- Client:Waste Associates, LLC
- Location (HQ):Richmond, VA
-
Industry:
Business ServicesIndustrials
- Buyer/Investor:Gemini Investors & Undisclosed Hedge Fund
- Close Date:July 2007
Waste Associates provides collection, recycling and disposal services to commercial and industrial customers in the Mid-Atlantic.
The company was recapitalized by Gemini Investors and an undisclosed hedge fund.
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Bell Nursery, Inc.
- Client:Bell Nursery, Inc.
- Location (HQ):Burtonsville, MD
-
Industry:
Business ServicesConsumer & Retail
- Buyer/Investor:Lindsay Goldberg
- Close Date:May 2007
Bell Nursery is a specialty distributor and merchandiser of nursery products based in the Mid-Atlantic.
The company was acquired by Lindsay, Goldberg & Bessemer, a $5 billion private equity firm headquartered in New York, New York.
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Premier Plantscapes
- Client:Premier Plantscapes, Inc.
- Location (HQ):Burtonsville, MD
-
Industry:
Business Services
- Buyer/Investor:Lindsay Goldberg
- Close Date:May 2007
Premier Plantscapes is an interior and specialty exterior landscaping and holiday decor services in Maryland, Northern Virginia, and the District of Columbia.
The company was acquired by Lindsay, Goldberg & Bessemer, a $5 billion private equity firm headquartered in New York, New York.
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Paramount Services, Inc.
- Client:Paramount Services, Inc.
- Location (HQ):Sterling, VA
-
Industry:
IndustrialsBusiness Services
- Buyer/Investor:Chicago Growth Partners, Goldman Sachs and Falfurrias Capital Partners
Paramount Services is a nationwide renovator of apartments, kitchens, and bathrooms for residential REIT clients.
The company was recapitalized by Goldman Sachs, Chicago Growth Partners and Falfurrias Capital.
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Undisclosed Business Services Company
- Client:Undisclosed Business Services Company
- Location (HQ):Richmond, VA
-
Industry:
Business ServicesConsumer & Retail
- Buyer/Investor:Undisclosed Hedge Fund
Undisclosed client is an operator of amusement and entertainment assets located throughout the Mid-Atlantic.
100% of the company was sold to a financial buyer.
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HSS Food Services
- Client:HSS Food Services
- Location (HQ):Columbia, MD
-
Industry:
Business Services
- Buyer/Investor:Unidine Corporation
HSS Food Services is a healthcare food distributor providing outsourced cafeteria services to hospitals and nursing homes on a contractual basis.
The company was acquired by Unidine, a food and dining management services provider to senior living communities, skilled nursing facilities, regional hospitals, and businesses. Unidine acquired 100% of HSS.
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